Institutional Ownership First Tr ETF Viii Cboe Vest Us (DAUG)
This table provides information about the institutional ownership of First Tr ETF Viii Cboe Vest Us (DAUG). We have compiled data on the 100 institutions that hold shares in the stock, with a total of 4 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
5,280
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 12.03%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
5,122
shares
|
$0
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
5,122
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
4,400
shares
|
$0
0.23% of portfolio
|
Q3 2022
Added 22.91%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
4,336
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,261
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 16.43%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$0
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
3,670
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 267.0%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
3,286
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,279
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 44.25%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,935
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 72.13%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
1,832
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,549
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,436
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 4.84%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,425
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 96.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,155
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,116
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 15.29%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
650
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 13.33%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
600
shares
|
$0
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
500
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
334
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
215
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
190
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
28
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
8
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|